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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,241 | $165,381+21.7% | $149,730+34.4% | $158,966+26.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 5.53% | 348.29%-342.8pp | 276.70%-271.2pp | 302.95%-297.4pp |
| Employer contribution / active EE | $15,194 | $5,104+197.7% | $4,645+227.1% | $4,762+219.0% |
| Participant deferral / active EE | $9,255 | $7,182+28.9% | $6,843+35.3% | $5,983+54.7% |
| Admin fee / account holder | $882 | $10,809-91.8% | $9,310-90.5% | $11,250-92.2% |